Treven Lindsey Ayers
Investment adviser representative at Clearview Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$182.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clearview Wealth ManagementMar 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Clearview Wealth Management
Legal name: Sherclar, Inc
$182.4MAssets managed
144Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2405905
- Firm CRD
- 166812